Blog

Subscribe to RSS feed 

Four year-end retirement plan reminders

October 17, 2014

Retirement plans are one of the best ways to cut your current tax bill while you put money away for your retirement years. Here are four year-end reminders.

Read More

Keywords: retirement

Pay attention to the tax rules on deducting charitable gifts

October 17, 2014

As 2014 winds down, you may be planning to complete your charitable giving for this year. Here are a few tax concerns to keep in mind. Your gift is tax-deductible only

Read More

Keywords: tax, tax planning, taxes

Retirement Plans - Benefits Galore

By Aaron Bates, CFP, Investment Advisor   |  October 17, 2014

Company sponsored retirement plans come in many sizes, shapes and colors.The number of employees dictates the types of plans an employer may adopt. A SIMPLE IRA is more

Read More

How May We Help You?